Morgan Stanley
MS- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
近 90 天，Morgan Stanley 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 2,746 家機構在 13F 申報持有，市值合計 $2,817 億；維京全球投資和索羅斯基金管理兩位大師持有。
2021 年第 2 季 13F 持有人
Morgan Stanley 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,550
- 較 2021 年第 1 季 +51 家
- 持有股數
- 15.7 億
- 較 2021 年第 1 季 −1,578 萬 (−1.0%)
- 總市值
- $1,437 億
- 較 2021 年第 1 季 +$207.4 億 (+16.9%)
- 新進機構
- 146
- 另有 585 家加碼
- 清倉機構
- 95
- 另有 609 家減碼
另有 17 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,746 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,180 億 |
| 2025 年第 4 季 | 2,533 | $2,394 億 |
| 2025 年第 3 季 | 2,266 | $2,119 億 |
| 2025 年第 2 季 | 2,209 | $1,906 億 |
| 2025 年第 1 季 | 2,104 | $1,591 億 |
| 2024 年第 4 季 | 2,118 | $1,709 億 |
| 2024 年第 3 季 | 1,875 | $1,411 億 |
| 2024 年第 2 季 | 1,829 | $1,312 億 |
| 2024 年第 1 季 | 1,799 | $1,278 億 |
| 2023 年第 4 季 | 1,761 | $1,283 億 |
| 2023 年第 3 季 | 1,671 | $1,127 億 |
| 2023 年第 2 季 | 1,689 | $1,187 億 |
| 2023 年第 1 季 | 1,674 | $1,241 億 |
| 2022 年第 4 季 | 1,682 | $1,202 億 |
| 2022 年第 3 季 | 1,586 | $1,127 億 |
| 2022 年第 2 季 | 1,607 | $1,096 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,469 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,437 億 |
| 2021 年第 1 季 | 1,516 | $1,237 億 |
2021 年第 2 季持有機構
每家機構持有 Morgan Stanley 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 31,379 | $287.7 萬 | 0.77% | +31,379 | 新進 |
| MD Financial Management Inc. | 31,318 | $287.2 萬 | 0.08% | +31,318 | 新進 |
| Foster & Motley Inc | 31,266 | $286.7 萬 | 0.24% | +1,760+6.0% | 加碼 |
| Shell Asset Management Co | 31,203 | $286.1 萬 | 0.06% | −57,828−65.0% | 減碼 |
| Covenant Multifamily Offices, LLC | 31,159 | $285.7 萬 | 0.52% | +4,747+18.0% | 加碼 |
| Raymond James Trust N.A. | 30,678 | $281.3 萬 | 0.09% | +468+1.5% | 加碼 |
| USS Investment Management Ltd | 30,500 | $279.6 萬 | 0.02% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 30,432 | $279.0 萬 | 0.22% | +1,858+6.5% | 加碼 |
| Avantax Advisory Services, Inc. | 30,403 | $278.5 萬 | 0.05% | +1,442+5.0% | 加碼 |
| Pathstone Family Office, LLC | 30,373 | $278.5 萬 | 0.08% | +6,422+26.8% | 加碼 |
| Regions Financial Corp | 30,217 | $277.0 萬 | 0.02% | +4,401+17.0% | 加碼 |
| Greenleaf Trust | 30,168 | $276.6 萬 | 0.03% | +1,043+3.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 30,072 | $275.7 萬 | 0.28% | −26,088−46.5% | 減碼 |
| Gifford Fong Associates | 30,000 | $275.1 萬 | 0.53% | 00.0% | 不變 |
| Ally Financial Inc. | 30,000 | $275.1 萬 | 0.27% | +30,000 | 新進 |
| Bowling Portfolio Management LLC | 29,993 | $275.0 萬 | 0.61% | +7,002+30.5% | 加碼 |
| Everence Capital Management Inc | 29,931 | $274.4 萬 | 0.23% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 29,483 | $270.4 萬 | 0.04% | −2,736−8.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 29,179 | $267.5 萬 | 0.05% | −26,620−47.7% | 減碼 |
| Clear Street Markets LLC | 29,100 | $266.8 萬 | 0.57% | +9,899+51.6% | 加碼 |
| Palisade Asset Management, LLC | 28,890 | $264.9 萬 | 0.31% | −24−0.1% | 減碼 |
| Parallel Advisors, LLC | 28,593 | $262.2 萬 | 0.11% | +1,203+4.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 28,348 | $259.9 萬 | 0.07% | −175,978−86.1% | 減碼 |
| Venture Visionary Partners LLC | 27,849 | $255.3 萬 | 0.20% | +11,541+70.8% | 加碼 |
| Heron Financial Group, LLC | 27,822 | $255.1 萬 | 1.46% | −660−2.3% | 減碼 |
| Union Heritage Capital, LLC | 27,747 | $254.4 萬 | 1.19% | 00.0% | 不變 |
| Homrich & Berg | 27,746 | $254.4 萬 | 0.06% | +2,286+9.0% | 加碼 |
| Carret Asset Management, LLC | 27,657 | $253.6 萬 | 0.30% | +79+0.3% | 加碼 |
| Unigestion Holding SA | 27,924 | $253.1 萬 | 0.09% | −458−1.6% | 減碼 |
| Hudson Canyon Capital Management | 27,388 | $251.1 萬 | 1.88% | −2,084−7.1% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 27,199 | $249.4 萬 | 0.03% | −1,230−4.3% | 減碼 |
| Sumitomo Life Insurance Co | 27,079 | $248.3 萬 | 0.08% | −4,215−13.5% | 減碼 |
| Dimension Capital Management LLC | 26,941 | $247.0 萬 | 0.54% | −33,436−55.4% | 減碼 |
| Occidental Asset Management, LLC | 26,889 | $246.5 萬 | 0.66% | +1,230+4.8% | 加碼 |
| HCR Wealth Advisors | 26,789 | $245.6 萬 | 0.43% | +2,928+12.3% | 加碼 |
| Cetera Advisor Networks LLC | 27,824 | $244.9 萬 | 0.03% | +10,313+58.9% | 加碼 |
| Capital Markets Trading UK LLP | 26,591 | $243.8 萬 | 2.46% | +26,591 | 新進 |
| Ibex Wealth Advisors | 26,261 | $240.8 萬 | 0.48% | +1,263+5.1% | 加碼 |
| Park Avenue Securities LLC | 25,501 | $233.8 萬 | 0.05% | +3,655+16.7% | 加碼 |
| Greenwich Wealth Management LLC | 25,461 | $233.4 萬 | 0.20% | −203−0.8% | 減碼 |
| Prudent Man Advisors, LLC | 25,245 | $231.5 萬 | 0.89% | −2,270−8.3% | 減碼 |
| Toscafund Asset Management LLP | 25,000 | $229.2 萬 | 2.65% | −65,462−72.4% | 減碼 |
| Culbertson A N & Co Inc | 24,805 | $227.4 萬 | 0.47% | +2,300+10.2% | 加碼 |
| Veriti Management LLC | 24,767 | $227.1 萬 | 0.34% | +6,402+34.9% | 加碼 |
| National Asset Management, Inc. | 24,920 | $225.8 萬 | 0.07% | +12,526+101.1% | 加碼 |
| Convergence Investment Partners, LLC | 24,570 | $225.3 萬 | 0.97% | −11,032−31.0% | 減碼 |
| IndexIQ Advisors LLC | 24,564 | $225.2 萬 | 0.08% | +1,721+7.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 24,477 | $224.4 萬 | 0.04% | −723−2.9% | 減碼 |
| JustInvest LLC | 24,364 | $223.4 萬 | 0.23% | +5,137+26.7% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 24,235 | $222.2 萬 | 0.52% | +1,405+6.2% | 加碼 |
| TrimTabs Asset Management, LLC | 25,022 | $221.1 萬 | 1.13% | −2,885−10.3% | 減碼 |
| AE Wealth Management LLC | 24,099 | $221.0 萬 | 0.02% | +1,189+5.2% | 加碼 |
| Townsend & Associates, Inc | 23,609 | $219.0 萬 | 1.28% | +467+2.0% | 加碼 |
| Nomura Holdings Inc | 25,484 | $217.2 萬 | 0.02% | +12,177+91.5% | 加碼 |
| Vestcor Inc | 23,683 | $217.1 萬 | 0.07% | −32,899−58.1% | 減碼 |
| Courier Capital LLC | 23,670 | $217.0 萬 | 0.21% | −89−0.4% | 減碼 |
| Geneos Wealth Management Inc. | 23,441 | $215.7 萬 | 0.08% | +416+1.8% | 加碼 |
| Wright Investors Service Inc | 23,470 | $215.2 萬 | 0.58% | +4,530+23.9% | 加碼 |
| Texas Yale Capital Corp. | 23,380 | $214.4 萬 | 0.12% | 00.0% | 不變 |
| QS Investors, LLC | 23,259 | $213.3 萬 | 0.03% | +1,958+9.2% | 加碼 |
| Ritholtz Wealth Management | 22,868 | $209.7 萬 | 0.15% | +1,079+5.0% | 加碼 |
| We Are One Seven, LLC | 22,814 | $209.2 萬 | 0.29% | −3,550−13.5% | 減碼 |
| IFG Advisory, LLC | 22,516 | $206.4 萬 | 0.23% | +14,531+182.0% | 加碼 |
| DCF Advisers, LLC | 22,500 | $206.3 萬 | 1.04% | 00.0% | 不變 |
| Sovarnum Capital L.P. | 22,500 | $206.3 萬 | 1.30% | +22,500 | 新進 |
| Capital Investment Counsel, Inc | 22,465 | $206.0 萬 | 0.46% | +201+0.9% | 加碼 |
| HighPoint Advisor Group LLC | 22,318 | $204.6 萬 | 0.21% | +4,195+23.1% | 加碼 |
| Goodwin Daniel L | 22,000 | $201.7 萬 | 0.96% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 21,968 | $201.4 萬 | 0.08% | +3,749+20.6% | 加碼 |
| Capital International Ltd | 21,886 | $200.7 萬 | 0.11% | −17,885−45.0% | 減碼 |
| New England Research & Management, Inc. | 21,807 | $199.9 萬 | 1.03% | −12,180−35.8% | 減碼 |
| Profund Advisors LLC | 21,761 | $199.6 萬 | 0.07% | −1,145−5.0% | 減碼 |
| Baldwin Investment Management, LLC | 21,758 | $199.5 萬 | 0.34% | −1,475−6.3% | 減碼 |
| South State Corp. | 21,734 | $199.3 萬 | 0.17% | −362−1.6% | 減碼 |
| American National Registered Investment Advisor, Inc. | 21,512 | $197.2 萬 | 0.71% | −650−2.9% | 減碼 |
| L & S Advisors Inc | 21,278 | $195.1 萬 | 0.21% | +21,278 | 新進 |
| Cacti Asset Management LLC | 22,000 | $194.5 萬 | 0.16% | 00.0% | 不變 |
| Inherent Group, LP | 21,157 | $194.0 萬 | 0.49% | −132,700−86.2% | 減碼 |
| Richard P Slaughter Associates Inc | 21,085 | $193.3 萬 | 0.75% | −20,791−49.6% | 減碼 |
| Deltec Asset Management LLC | 21,000 | $192.5 萬 | 0.26% | 00.0% | 不變 |
| TCTC Holdings, LLC | 20,775 | $190.5 萬 | 0.09% | 00.0% | 不變 |
| Independent Advisor Alliance | 20,645 | $189.3 萬 | 0.10% | +2,982+16.9% | 加碼 |
| Assenagon Asset Management S.A. | 20,405 | $187.1 萬 | 0.01% | +2,734+15.5% | 加碼 |
| Brewin Dolphin Ltd | 20,386 | $186.9 萬 | 0.08% | +2,854+16.3% | 加碼 |
| Boston Partners | 20,307 | $186.2 萬 | 0.00% | −609−2.9% | 減碼 |
| Edgestream Partners, L.P. | 20,114 | $184.4 萬 | 0.11% | −36,648−64.6% | 減碼 |
| Abbot Financial Management, Inc. | 20,020 | $183.6 萬 | 0.80% | −180−0.9% | 減碼 |
| Syntal Capital Partners, LLC | 20,019 | $183.5 萬 | 0.65% | −1,864−8.5% | 減碼 |
| Russell Clark Investment Management Ltd | 20,000 | $183.4 萬 | 1.38% | 00.0% | 不變 |
| Lincoln National Corp | 20,323 | $183.2 萬 | 0.04% | +11,050+119.2% | 加碼 |
| UBP Investment Advisors SA | 20,000 | $183.0 萬 | 0.68% | 00.0% | 不變 |
| Spire Wealth Management | 19,919 | $182.6 萬 | 0.05% | +3,000+17.7% | 加碼 |
| Alaethes Wealth LLC | 19,895 | $182.4 萬 | 1.41% | +1,062+5.6% | 加碼 |
| Clarius Group, LLC | 19,877 | $182.3 萬 | 0.16% | +120+0.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 19,819 | $181.7 萬 | 0.11% | +266+1.4% | 加碼 |
| Griffin Asset Management, Inc. | 19,784 | $181.4 萬 | 0.22% | +7,106+56.0% | 加碼 |
| Advisory Services Network, LLC | 19,631 | $180.0 萬 | 0.06% | +2,722+16.1% | 加碼 |
| Westwood Holdings Group Inc. | 19,343 | $177.4 萬 | 0.02% | +1,342+7.5% | 加碼 |
| Vident Investment Advisory, LLC | 19,158 | $175.7 萬 | 0.05% | +7,132+59.3% | 加碼 |
| Windsor Creek Advisors, LLC | 19,154 | $175.6 萬 | 0.66% | +9,154+91.5% | 加碼 |